Accept more Clients
Free up capacity with our smart tools that help you offer more by doing less.
A Workflow Built for Scale
Manage and toggle between multiple clients on a single platform. Track your billing, assign clients to team members, add tasks, set onboarding checklists, set due dates and auto-reminders. Use SSO to seamlessly move between apps like QuickBooks Online, Bill, SparcPay, Plooto, Expensify, Dext, and more.
Enhanced CAS with AI-Assistant
Offer clients invaluable recommendations gleaned from multiple financial metrics, cross-application data points, business cycles, seasonal patterns and benchmark analysis. Use the AI-Assistant to deliver actionable intelligence to help your them cut costs, free-up cash and unlock revenue opportunties.
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